How Do I

Find something I just entered?

In the system menu, click appropriate module for the type of record created: Appointments, Customers, or Contracts.

Add a product to an existing contract?

1. Go to the Contracts module.
2. Search for the contract by contract ID number.
3. Click the edit link at the far column in the search results table.
4. Scroll down to the bottom of the contract screen.
5. Click the blue "Add Product" button.
6. Click the purple magnifying glass.
7. Search for or select the product to add.
8. Adjust the quantity, price, commission, and installer pay for the item.
9. Add as many products as desired by selecting the magnifying glass.
10. Click the Save button at the bottom (or top) of the screen.

Make the text larger?

1. At the very bottom, right corner of some browsers, change the zoom level to a higher value or…
2. Use the keyboard shortcut, holding down the Control and + key at the same time [Ctrl +].
3. To make the text smaller, hold down the Control and - key at the same time [Ctrl -].

Change a Lead Source?

1. Go to the Lead Source module.
2. Search for the Lead Source.
3. Click the edit link at the far column in the search results table.
4. Change any of the three fields available for the Lead Source.
5. Click the Save button.

Correct a misspelling?

Depending on how far along in the process of setting a lead, entering a contract, and importing to QuickBooks, change these items in order as needed:

1. Go to the customer list.
2. Locate and edit the customer.
3. Correct the contact first name or last name.
4. Scroll down to activities, locate the current appointment and click the edit link.
5. Correct the name in the Subject line.
6. Click the Save button.
7. Scroll down to Contracts, locate the current contract and click the edit link.
8. Correct the name in the Subject line.
9. Click the Save button.

Create a recurring appointment?

1. Set your initial Out Of Office appointment.
2. In the appointment block click on the appointment subject “Signed out”. Wait for the page to load.
3. Click the blue duplicate button.
4. Change the date and time.
5. Click Save.